The Analysis of Krilogy Financial LLC's Holdings
Currently, Krilogy Financial LLC holds 861 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in PYLD (+664.8K shares, valued at $17.8M), VFLO (+314.1K shares, valued at $11.8M), IBTM (+446.1K shares, valued at $10.3M); decreased their positions in TDS (-69.7K shares, valued at $2.7M), PPTA (-73.4K shares, valued at $1.6M), AMAT (-6.0K shares, valued at $1.4M); initiated new positions in IVV (+12.3K shares, valued at $8.4M), BRK.B (+13.1K shares, valued at $6.4M), KBWB (+79.6K shares, valued at $6.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR3.2M shares9.06%2025-09-302025-11-06
PYLD PIMCO ETF TR3.3M shares25.45%2025-09-302025-11-06 DFAU DIMENSIONAL ETF TRUST1.7M shares5.11%2025-09-302025-11-06 SCHV SCHWAB STRATEGIC TR2.6M shares12.49%2025-09-302025-11-06 AAPL APPLE INC261.9K shares11.16%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR236.2K shares13.16%2025-09-302025-11-06 VFLO VICTORY PORTFOLIOS II1.6M shares25.24%2025-09-302025-11-06 IBTM ISHARES TR2.5M shares21.87%2025-09-302025-11-06 MINT PIMCO ETF TR541.4K shares3.64%2025-09-302025-11-06 SCHE SCHWAB STRATEGIC TR1.6M shares11.90%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR553.5K shares21.56%2025-09-302025-11-06 VOE VANGUARD INDEX FDS289.1K shares23.52%2025-09-302025-11-06 NVDA NVIDIA CORPORATION246.7K shares8.53%2025-09-302025-11-06 IWP ISHARES TR266.8K shares11.27%2025-09-302025-11-06 AMZN AMAZON COM INC141.7K shares18.08%2025-09-302025-11-06 MSFT MICROSOFT CORP67.5K shares27.07%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR1.4M shares2.38%2025-09-302025-11-06 XLV SELECT SECTOR SPDR TR220.8K shares34.16%2025-09-302025-11-06 TLT ISHARES TR354.3K shares24.40%2025-09-302025-11-06 SLYG SPDR SERIES TRUST331.3K shares16.22%2025-09-302025-11-06 XLF SELECT SECTOR SPDR TR567.1K shares21.32%2025-09-302025-11-06 AVDE AMERICAN CENTY ETF TR361.6K shares15.05%2025-09-302025-11-06 VUG VANGUARD INDEX FDS57.0K shares47.24%2025-09-302025-11-06 DFIC DIMENSIONAL ETF TRUST843.2K shares5.71%2025-09-302025-11-06 IBTO ISHARES TR1.1M shares20.49%2025-09-302025-11-06 DFCF DIMENSIONAL ETF TRUST558.6K shares19.18%2025-09-302025-11-06 XLY SELECT SECTOR SPDR TR97.1K shares20.54%2025-09-302025-11-06 XLC SELECT SECTOR SPDR TR202.9K shares17.24%2025-09-302025-11-06 XLI SELECT SECTOR SPDR TR132.0K shares19.93%2025-09-302025-11-06 IBTF ISHARES TR864.6K shares23.66%2025-09-302025-11-06 GOOGL ALPHABET INC69.3K shares20.60%2025-09-302025-11-06 IBTG ISHARES TR809.4K shares21.20%2025-09-302025-11-06 DFSV DIMENSIONAL ETF TRUST556.5K shares7.15%2025-09-302025-11-06 ZROZ PIMCO ETF TR247.7K shares27.75%2025-09-302025-11-06 XLP SELECT SECTOR SPDR TR219.6K shares34.13%2025-09-302025-11-06 PPTA PERPETUA RESOURCES CORP748.5K shares-8.93%2025-09-302025-11-06 GOOG ALPHABET INC56.2K shares34.46%2025-09-302025-11-06 META META PLATFORMS INC23.8K shares13.98%2025-09-302025-11-06 JPST J P MORGAN EXCHANGE TRADED F277.6K shares14.72%2025-09-302025-11-06 AVLV AMERICAN CENTY ETF TR190.0K shares9.65%2025-09-302025-11-06 AVGO BROADCOM INC37.8K shares33.92%2025-09-302025-11-06 IBTL ISHARES TR649.0K shares13.56%2025-09-302025-11-06 VTV VANGUARD INDEX FDS69.9K shares125.91%2025-09-302025-11-06 WMT WALMART INC123.9K shares104.50%2025-09-302025-11-06 IBTH ISHARES TR527.8K shares14.52%2025-09-302025-11-06 DISV DIMENSIONAL ETF TRUST326.0K shares2.69%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR16.5K shares22.85%2025-09-302025-11-06 DFEM DIMENSIONAL ETF TRUST333.5K shares3.66%2025-09-302025-11-06 QQQ INVESCO QQQ TR16.3K shares24.28%2025-09-302025-11-06 VTI VANGUARD INDEX FDS29.6K shares13.53%2025-09-302025-11-06 SCHH SCHWAB STRATEGIC TR465.9K shares21.62%2025-09-302025-11-06 TSLA TESLA INC21.1K shares-9.92%2025-09-302025-11-06 AQN ALGONQUIN PWR UTILS CORP1.7M shares-1.98%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F166.9K shares1.84%2025-09-302025-11-06 GE GE AEROSPACE30.4K shares24.97%2025-09-302025-11-06 XLU SELECT SECTOR SPDR TR103.5K shares19.68%2025-09-302025-11-06 IVV ISHARES TR12.3K sharesnew addition2025-09-302025-11-06 IBTK ISHARES TR418.7K shares12.40%2025-09-302025-11-06 VNQ VANGUARD INDEX FDS92.3K shares28.11%2025-09-302025-11-06 AEE AMEREN CORP80.8K shares2.81%2025-09-302025-11-06 XLE SELECT SECTOR SPDR TR89.9K shares22.65%2025-09-302025-11-06 JPIE J P MORGAN EXCHANGE TRADED F157.7K shares161.28%2025-09-302025-11-06 V VISA INC19.9K shares25.88%2025-09-302025-11-06 SCHX SCHWAB STRATEGIC TR253.1K shares6.73%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC26.9K shares-1.03%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL13.1K sharesnew addition2025-09-302025-11-06 CMBS ISHARES TR129.5K shares0.79%2025-09-302025-11-06 KBWB INVESCO EXCH TRADED FD TR II79.6K sharesnew addition2025-09-302025-11-06 ILF ISHARES TR205.1K sharesnew addition2025-09-302025-11-06 VBK VANGUARD INDEX FDS20.2K shares79.30%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.19.4K shares16.84%2025-09-302025-11-06 ARKG ARK ETF TR195.2K sharesnew addition2025-09-302025-11-06 XLB SELECT SECTOR SPDR TR67.8K shares29.33%2025-09-302025-11-06 XOP SPDR SERIES TRUST43.6K shares8.03%2025-09-302025-11-06 DFIP DIMENSIONAL ETF TRUST129.3K shares23.80%2025-09-302025-11-06 IBDX ISHARES TR213.5K shares10.87%2025-09-302025-11-06 IBDW ISHARES TR257.3K shares11.91%2025-09-302025-11-06 BTAL AGF INVTS TR362.7K sharesnew addition2025-09-302025-11-06 IWF ISHARES TR11.1K sharesnew addition2025-09-302025-11-06 IBDY ISHARES TR200.3K shares8.45%2025-09-302025-11-06 IBDV ISHARES TR236.0K shares16.33%2025-09-302025-11-06 IBDS ISHARES TR213.9K shares13.41%2025-09-302025-11-06 IBDQ ISHARES TR205.4K shares13.54%2025-09-302025-11-06 IBDZ ISHARES TR196.0K shares8.91%2025-09-302025-11-06 DFAC DIMENSIONAL ETF TRUST132.5K shares6.45%2025-09-302025-11-06 XCEM COLUMBIA ETF TR II132.8K shares7.73%2025-09-302025-11-06 IBDT ISHARES TR199.5K shares13.08%2025-09-302025-11-06 IBDU ISHARES TR216.6K shares13.30%2025-09-302025-11-06 JEPQ J P MORGAN EXCHANGE TRADED F86.2K shares-7.79%2025-09-302025-11-06 BIL SPDR SERIES TRUST55.1K shares21.47%2025-09-302025-11-06 EMR EMERSON ELEC CO38.0K shares69.26%2025-09-302025-11-06 IBDR ISHARES TR207.3K shares8.77%2025-09-302025-11-06 BSCP INVESCO EXCH TRD SLF IDX FD241.6K shares23.08%2025-09-302025-11-06 ZS ZSCALER INC15.3K sharesnew addition2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS22.7K shares102.28%2025-09-302025-11-06 RBLX ROBLOX CORP47.3K shares55.94%2025-09-302025-11-06 RSP INVESCO EXCHANGE TRADED FD T25.2K shares23.62%2025-09-302025-11-06 DFGP DIMENSIONAL ETF TRUST82.9K shares27.50%2025-09-302025-11-06 LRCX LAM RESEARCH CORP27.5K shares29.69%2025-09-302025-11-06 PSTP INNOVATOR ETFS TRUST128.3K shares-4.06%2025-09-302025-11-06 NVT NVENT ELECTRIC PLC39.5K shares5.39%2025-09-302025-11-06 SMH VANECK ETF TRUST12.2K shares-9.80%2025-09-302025-11-06 ORCL ORACLE CORP17.4K shares44.13%2025-09-302025-11-06 ACTG ACACIA RESH CORP1.2M shares-14.31%2025-09-302025-11-06 VO VANGUARD INDEX FDS14.7K sharesnew addition2025-09-302025-11-06 VOT VANGUARD INDEX FDS14.5K sharesnew addition2025-09-302025-11-06 MO ALTRIA GROUP INC72.5K shares26.83%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC27.7K shares4.30%2025-09-302025-11-06 PEP PEPSICO INC28.8K shares132.89%2025-09-302025-11-06 SCHZ SCHWAB STRATEGIC TR175.1K shares-6.24%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC15.8K shares-12.79%2025-09-302025-11-06 TLH ISHARES TR39.0K shares-11.65%2025-09-302025-11-06 XOM EXXON MOBIL CORP35.2K shares46.60%2025-09-302025-11-06 TDS TELEPHONE & DATA SYS INC102.6K shares-40.45%2025-09-302025-11-06 LLY ELI LILLY & CO4.3K sharesnew addition2025-09-302025-11-06 VBR VANGUARD INDEX FDS19.1K sharesnew addition2025-09-302025-11-06 DIS DISNEY WALT CO35.1K shares-4.20%2025-09-302025-11-06 ISRG INTUITIVE SURGICAL INC7.1K sharesnew addition2025-09-302025-11-06 EXAS EXACT SCIENCES CORP55.8K shares30.74%2025-09-302025-11-06 QCOM QUALCOMM INC20.9K shares8.74%2025-09-302025-11-06 SLYV SPDR SERIES TRUST42.1K shares-5.03%2025-09-302025-11-06 ABBV ABBVIE INC16.7K shares41.69%2025-09-302025-11-06 VB VANGUARD INDEX FDS14.0K sharesnew addition2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC18.9K sharesnew addition2025-09-302025-11-06 BAC BANK AMERICA CORP67.6K shares64.47%2025-09-302025-11-06 NFLX NETFLIX INC3.2K sharesnew addition2025-09-302025-11-06 UBER UBER TECHNOLOGIES INC37.8K shares44.89%2025-09-302025-11-06 RDI READING INTL INC2.6M shares-8.98%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON18.4K shares28.56%2025-09-302025-11-06 BX BLACKSTONE INC23.7K shares6.13%2025-09-302025-11-06 ADBE ADOBE INC10.1K sharesnew addition2025-09-302025-11-06 SCHB SCHWAB STRATEGIC TR130.3K shares-13.03%2025-09-302025-11-06 GLD SPDR GOLD TR9.2K shares-25.96%2025-09-302025-11-06 ZTS ZOETIS INC27.5K shares55.24%2025-09-302025-11-06 APH AMPHENOL CORP NEW23.6K shares57.36%2025-09-302025-11-06 GDX VANECK ETF TRUST46.0K shares3.46%2025-09-302025-11-06 MRVL MARVELL TECHNOLOGY INC34.1K shares19.79%2025-09-302025-11-06 ICSH ISHARES TR62.3K shares65.56%2025-09-302025-11-06 MRK MERCK & CO INC37.1K shares131.83%2025-09-302025-11-06 HON HONEYWELL INTL INC15.8K shares12.33%2025-09-302025-11-06 SYY SYSCO CORP42.4K shares65.58%2025-09-302025-11-06 SOXX ISHARES TR10.2K sharesnew addition2025-09-302025-11-06 EFA ISHARES TR32.8K shares16.89%2025-09-302025-11-06 GEV GE VERNOVA INC5.5K sharesnew addition2025-09-302025-11-06 DFAW DIMENSIONAL ETF TRUST42.1K shares25.90%2025-09-302025-11-06 EQIX EQUINIX INC3.7K sharesnew addition2025-09-302025-11-06 VV VANGUARD INDEX FDS9.7K sharesnew addition2025-09-302025-11-06 SPTL SPDR SERIES TRUST111.9K shares1.25%2025-09-302025-11-06 INTU INTUIT4.5K sharesnew addition2025-09-302025-11-06 SNOW SNOWFLAKE INC11.2K sharesnew addition2025-09-302025-11-06 CRM SALESFORCE INC11.7K sharesnew addition2025-09-302025-11-06 INCY INCYTE CORP27.8K shares55.61%2025-09-302025-11-06 DFGR DIMENSIONAL ETF TRUST108.6K shares13.49%2025-09-302025-11-06 FIX COMFORT SYS USA INC3.0K sharesnew addition2025-09-302025-11-06 IDXX IDEXX LABS INC4.0K sharesnew addition2025-09-302025-11-06 SCHW SCHWAB CHARLES CORP31.1K shares27.83%2025-09-302025-11-06 INTC INTEL CORP74.6K shares133.95%2025-09-302025-11-06 MS MORGAN STANLEY16.8K shares20.13%2025-09-302025-11-06 SPGI S&P GLOBAL INC5.5K sharesnew addition2025-09-302025-11-06 HD HOME DEPOT INC7.3K sharesnew addition2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC8.3K sharesnew addition2025-09-302025-11-06 COST COSTCO WHSL CORP NEW2.9K sharesnew addition2025-09-302025-11-06 TER TERADYNE INC14.4K shares-22.16%2025-09-302025-11-06 MAT MATTEL INC141.7K shares13.31%2025-09-302025-11-06 VGT VANGUARD WORLD FD3.4K sharesnew addition2025-09-302025-11-06 IBTI ISHARES TR118.0K shares-7.15%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO17.9K shares36.64%2025-09-302025-11-06 IEF ISHARES TR26.6K shares-7.95%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F46.3K shares50.47%2025-09-302025-11-06 PNC PNC FINL SVCS GROUP INC13.7K sharesnew addition2025-09-302025-11-06 ICE INTERCONTINENTAL EXCHANGE IN17.1K shares12.25%2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP5.3K sharesnew addition2025-09-302025-11-06 CRH CRH PLC21.3K shares37.82%2025-09-302025-11-06 JTEK J P MORGAN EXCHANGE TRADED F25.9K shares34.80%2025-09-302025-11-06 CVX CHEVRON CORP NEW16.0K shares49.37%2025-09-302025-11-06 IEMG ISHARES INC35.2K sharesnew addition2025-09-302025-11-06 TW TRADEWEB MKTS INC22.9K sharesnew addition2025-09-302025-11-06 VRT VERTIV HOLDINGS CO12.5K shares14.66%2025-09-302025-11-06 PCG PG&E CORP145.0K shares895.24%2025-09-302025-11-06 CB CHUBB LIMITED8.3K sharesnew addition2025-09-302025-11-06 ANET ARISTA NETWORKS INC16.6K sharesnew addition2025-09-302025-11-06 ADSK AUTODESK INC7.5K sharesnew addition2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR84.3K shares1.91%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO5.9K sharesnew addition2025-09-302025-11-06 IEFA ISHARES TR24.7K sharesnew addition2025-09-302025-11-06 C CITIGROUP INC21.1K shares62.65%2025-09-302025-11-06 WM WASTE MGMT INC DEL10.7K sharesnew addition2025-09-302025-11-06 SCHM SCHWAB STRATEGIC TR72.9K shares2.87%2025-09-302025-11-06 BMY BRISTOL-MYERS SQUIBB CO45.4K shares291.95%2025-09-302025-11-06 VRSN VERISIGN INC8.6K sharesnew addition2025-09-302025-11-06 VFH VANGUARD WORLD FD16.0K shares16.45%2025-09-302025-11-06 SPSM SPDR SERIES TRUST43.9K sharesnew addition2025-09-302025-11-06 EXPE EXPEDIA GROUP INC9.5K sharesnew addition2025-09-302025-11-06 FDX FEDEX CORP7.9K sharesnew addition2025-09-302025-11-06 CAT CATERPILLAR INC3.5K sharesnew addition2025-09-302025-11-06 RGEN REPLIGEN CORP13.7K shares-32.37%2025-09-302025-11-06 PFE PFIZER INC80.9K shares30.05%2025-09-302025-11-06 GM GENERAL MTRS CO28.7K shares68.64%2025-09-302025-11-06 ZM ZOOM COMMUNICATIONS INC23.5K sharesnew addition2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST42.2K shares2.28%2025-09-302025-11-06 CNC CENTENE CORP DEL52.8K sharesnew addition2025-09-302025-11-06 GFLW VICTORY PORTFOLIOS II67.0K shares7.82%2025-09-302025-11-06 PSX PHILLIPS 6614.1K sharesnew addition2025-09-302025-11-06 WDAY WORKDAY INC8.3K sharesnew addition2025-09-302025-11-06 MEDP MEDPACE HLDGS INC3.2K sharesnew addition2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC2.4K sharesnew addition2025-09-302025-11-06 VEEV VEEVA SYS INC6.2K sharesnew addition2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS6.0K sharesnew addition2025-09-302025-11-06 ABNB AIRBNB INC14.8K sharesnew addition2025-09-302025-11-06 MLPA GLOBAL X FDS37.2K shares188.70%2025-09-302025-11-06 IBHE ISHARES TR76.7K shares4.87%2025-09-302025-11-06 MANH MANHATTAN ASSOCIATES INC9.7K sharesnew addition2025-09-302025-11-06 LXU LSB INDS INC207.5K shares3.36%2025-09-302025-11-06 IBHF ISHARES TR75.0K shares3.21%2025-09-302025-11-06 ILMN ILLUMINA INC14.1K sharesnew addition2025-09-302025-11-06 DASH DOORDASH INC7.3K sharesnew addition2025-09-302025-11-06 EIX EDISON INTL30.0K shares141.85%2025-09-302025-11-06 CSGP COSTAR GROUP INC24.1K shares-4.58%2025-09-302025-11-06 XAR SPDR SERIES TRUST7.1K sharesnew addition2025-09-302025-11-06 BSCQ INVESCO EXCH TRD SLF IDX FD85.1K shares7.20%2025-09-302025-11-06 ALNY ALNYLAM PHARMACEUTICALS INC3.8K sharesnew addition2025-09-302025-11-06 BDEC INNOVATOR ETFS TRUST34.0K shares-2.86%2025-09-302025-11-06 BOND PIMCO ETF TR17.8K shares40.61%2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS38.1K shares37.82%2025-09-302025-11-06 MDT MEDTRONIC PLC18.2K sharesnew addition2025-09-302025-11-06 NTRA NATERA INC8.2K sharesnew addition2025-09-302025-11-06 DFAI DIMENSIONAL ETF TRUST44.8K shares91.66%2025-09-302025-11-06 AMAT APPLIED MATLS INC6.8K shares-46.98%2025-09-302025-11-06 GD GENERAL DYNAMICS CORP4.7K sharesnew addition2025-09-302025-11-06 SCHA SCHWAB STRATEGIC TR57.0K shares3.80%2025-09-302025-11-06 PYPL PAYPAL HLDGS INC23.3K shares48.10%2025-09-302025-11-06 FTI TECHNIPFMC PLC37.3K shares148.33%2025-09-302025-11-06 LYFT LYFT INC78.1K shares89.43%2025-09-302025-11-06 TEAM ATLASSIAN CORPORATION9.6K sharesnew addition2025-09-302025-11-06 SPYG SPDR SERIES TRUST14.4K sharesnew addition2025-09-302025-11-06 FTC FIRST TR EXCHANGE-TRADED ALP9.5K sharesnew addition2025-09-302025-11-06 TPR TAPESTRY INC13.9K sharesnew addition2025-09-302025-11-06 TYL TYLER TECHNOLOGIES INC3.3K sharesnew addition2025-09-302025-11-06 AIQ GLOBAL X FDS28.8K shares36.51%2025-09-302025-11-06 UPS UNITED PARCEL SERVICE INC16.1K sharesnew addition2025-09-302025-11-06 XLRE SELECT SECTOR SPDR TR36.6K shares24.52%2025-09-302025-11-06 BA BOEING CO7.6K sharesnew addition2025-09-302025-11-06 VHT VANGUARD WORLD FD5.5K sharesnew addition2025-09-302025-11-06 BND VANGUARD BD INDEX FDS19.9K sharesnew addition2025-09-302025-11-06 BDX BECTON DICKINSON & CO8.3K sharesnew addition2025-09-302025-11-06 BWA BORGWARNER INC32.6K shares134.10%2025-09-302025-11-06 EG EVEREST GROUP LTD4.5K sharesnew addition2025-09-302025-11-06 IVW ISHARES TR11.6K shares16.08%2025-09-302025-11-06 ESTC ELASTIC N V16.5K sharesnew addition2025-09-302025-11-06 COF CAPITAL ONE FINL CORP6.5K sharesnew addition2025-09-302025-11-06 TT TRANE TECHNOLOGIES PLC3.3K sharesnew addition2025-09-302025-11-06 TJX TJX COS INC NEW9.9K sharesnew addition2025-09-302025-11-06 PANW PALO ALTO NETWORKS INC6.7K sharesnew addition2025-09-302025-11-06 AMGN AMGEN INC4.4K sharesnew addition2025-09-302025-11-06 DKNG DRAFTKINGS INC NEW50.3K shares162.15%2025-09-302025-11-06 DFAE DIMENSIONAL ETF TRUST42.9K shares13.95%2025-09-302025-11-06 DFAX DIMENSIONAL ETF TRUST44.2K shares-2.14%2025-09-302025-11-06 T AT&T INC56.2K shares8.04%2025-09-302025-11-06 ACN ACCENTURE PLC 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No put option holdings data available